Identify, manage, and escalate risks, blockers, and execution issues throughout the delivery lifecycle, including dependencies tied to data, platform configuration, system integration, and delivery ...
Identify, manage, and escalate risks, blockers, and execution issues throughout the delivery lifecycle, including dependencies tied to data, platform configuration, system integration, and delivery ...
Journey Activation and Optimization Analyst
Woonsocket, RI · On-site
$46.99 - $112.20/hr
Identify, manage, and elevate risks, blockers, and execution issues throughout the delivery lifecycle, including dependencies tied to data, platform configuration, system integration, and delivery ...
New
Journey Activation and Optimization Analyst
Woonsocket, RI · On-site
$46.99 - $112.20/hr
Identify, manage, and elevate risks, blockers, and execution issues throughout the delivery lifecycle, including dependencies tied to data, platform configuration, system integration, and delivery ...
New
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Client Services Representative
West Warwick, RI · On-site
$40K - $50K/yr
This position requires managing client communications, resolving issues efficiently, and ... Support client onboarding, project planning discussions, client meetings * Assist with sample ...
Quick apply
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Client Services Representative
West Warwick, RI · On-site
$40K - $50K/yr
This position requires managing client communications, resolving issues efficiently, and ... Support client onboarding, project planning discussions, client meetings * Assist with sample ...
Be Seen First
Client Services Representative
West Warwick, RI · On-site
$40K - $50K/yr
This position requires managing client communications, resolving issues efficiently, and ... Support client onboarding, project planning discussions, client meetings * Assist with sample ...
Quick apply
Be Seen First
Client Services Representative
West Warwick, RI · On-site
$40K - $50K/yr
This position requires managing client communications, resolving issues efficiently, and ... Support client onboarding, project planning discussions, client meetings * Assist with sample ...
Senior Manager, USCIS
Carolina, RI · On-site
Oversee client onboarding and ensure timely transfer of matters from outside counsel to Momentum Immigration. * Manage document collection, case readiness, and workflow progression. * Serve as an ...
Senior Manager, USCIS
Carolina, RI · On-site
Oversee client onboarding and ensure timely transfer of matters from outside counsel to Momentum Immigration. * Manage document collection, case readiness, and workflow progression. * Serve as an ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Lead individual client onboarding, ensuring smooth plan setup and seamless enrollment * Stay up to ... Organized and detail-oriented, able to manage multiple client needs * Basic experience with CRM ...
Manage a small book of business while meeting all performance expectations for production, quality ... Employee Development: Coordinate onboarding, training, mentoring, and ongoing professional ...
Manage a small book of business while meeting all performance expectations for production, quality ... Employee Development: Coordinate onboarding, training, mentoring, and ongoing professional ...
Manage a small book of business while meeting all performance expectations for production, quality ... Employee Development: Coordinate onboarding, training, mentoring, and ongoing professional ...
Manage a small book of business while meeting all performance expectations for production, quality ... Employee Development: Coordinate onboarding, training, mentoring, and ongoing professional ...
PW Client Associate
Johnston, RI · Hybrid
$37.50 - $47.59/hr
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.
PW Client Associate
Johnston, RI · Hybrid
$37.50 - $47.59/hr
Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients.
... on-boarding process. • Identify additional client needs and opportunities to expand our ... Entra Identity and Access Manager, Azure, M365 productivity tools, SharePoint, OneDrive, Microsoft ...
... on-boarding process. • Identify additional client needs and opportunities to expand our ... Entra Identity and Access Manager, Azure, M365 productivity tools, SharePoint, OneDrive, Microsoft ...
CxO Consultant
Pawtucket, RI · On-site +1
$90K - $125K/yr
Lead new client on-boarding process. * Schedule Quarterly Business Reviews and strategic on-site ... Technical architect and manager for a wide range of Microsoft productivity products and services ...
CxO Consultant
Pawtucket, RI · On-site +1
$90K - $125K/yr
Lead new client on-boarding process. * Schedule Quarterly Business Reviews and strategic on-site ... Technical architect and manager for a wide range of Microsoft productivity products and services ...
Client Onboarding Manager information
See Rhode Island salary details
$39K - $45K
5% of jobs
$45K - $51K
0% of jobs
$51K - $56.9K
0% of jobs
$56.9K - $62.9K
0% of jobs
$62.9K - $68.9K
4% of jobs
$71.4K is the 25th percentile. Wages below this are outliers.
$68.9K - $74.9K
38% of jobs
The median wage is $75.4K / yr.
$74.9K - $80.9K
44% of jobs
$80.9K - $86.9K
3% of jobs
$86.9K - $92.9K
2% of jobs
$92.9K - $98.9K
2% of jobs
$98.9K - $104.9K
2% of jobs
$39K
$76.5K
$104.9K
How much do client onboarding manager jobs pay per year?
What is a client onboarding manager?
A Client Onboarding Manager is responsible for guiding new clients through the initial setup and integration process when they start using a company's products or services. They ensure a smooth transition by understanding client needs, coordinating internal teams, and addressing any challenges that arise. Their role involves communication, training, and process optimization to enhance customer satisfaction and retention.
What does a client onboarding manager do?
A typical day for a Client Onboarding Manager involves coordinating with internal teams to ensure new clients are set up efficiently, leading onboarding meetings or training sessions, and troubleshooting any issues that might arise during the process. You’ll regularly interact with clients to address questions, gather requirements, and provide updates on their onboarding progress. Collaboration with sales, product, and customer support teams is common, ensuring a smooth handoff and cohesive client experience. This role often requires balancing multiple projects at once, making organization and adaptability key to success.
What are the key skills and qualifications needed to thrive as a client onboarding manager?
A Client Onboarding Manager should possess strong project management, communication, and problem-solving skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and workflow management tools is commonly needed, with certifications like PMP or SaaS onboarding training considered advantageous. Exceptional interpersonal skills, attention to detail, and the ability to manage multiple priorities set top performers apart. These competencies ensure a seamless client transition experience, build lasting relationships, and support organizational growth.
What are popular job titles related to Client Onboarding Manager jobs in Rhode Island?
For Client Onboarding Manager jobs in Rhode Island, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Manager jobs in Rhode Island look for?
The top searched job categories for Client Onboarding Manager jobs in Rhode Island are:

Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 8 days ago
Key responsibilities
Own end-to-end execution of customer journeys from brief through build, QA, launch, ongoing insights, and post-mortem review
Translate strategic priorities into actionable engagement plans and support journey configuration, audience logic, and execution design
Partner cross-functionally with various teams to define requirements, support technical readiness, and ensure scalable execution
CVS Health rating
5.8
Based on 4,361 frontline employees who took The Breakroom Quiz
92nd of 113 rated pharmacies
Job description
We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselvesaccountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time.
Overview
PCW Marketing Operations seeks a Journey Activation & Optimization Analyst to leverage technology and data to translate customer engagement strategy into high-quality, efficient, scalable, and technically sound execution. This role supports the delivery of connected customer journeys by partnering across Strategy, Data Science, Architecture, Engineering, Analytics, Legal/Compliance, Content, and Communication Delivery teams, while improving execution through stronger processes, operational discipline, and AI-enabled optimization.
Position Summary
The Journey Activation & Optimization Analyst leverages technology and data to execute and optimize end-to-end customer journeys from brief through build, QA, launch, performance monitoring, and post-mortem review. This role translates strategic direction into actionable engagement plans, ensures technical and operational readiness across key partners, manages risks and blockers, and drives continuous improvement through dashboards, insights, and process optimization. This role helps strengthen channel health, reduce redundancy, and improve performance through AI capabilities, data-informed workflows, and close partnership with Strategy and technical teams to support scalable, reliable delivery.
Responsibilities
- Own end-to-end execution of customer journeys from brief through build, QA, launch, ongoing insights, and post-mortem review
- Translate strategic priorities into actionable engagement plans, including targeting, segmentation rules, decision logic, offers, content needs, timelines, and execution requirements, applying the technical expertise needed to support journey configuration, audience logic, and execution design
- Partner cross-functionally with Strategy, Data Science, Architecture, Engineering, Analytics, Legal/Compliance, Content, and Communication Delivery teams to define requirements, align dependencies, support technical readiness, and ensure scalable execution
- Connect business strategy to technical execution by translating journey objectives into clear requirements for data, orchestration, system setup, workflow design, and delivery readiness
- Conduct user acceptance testing in development environments to validate audience logic, data inputs, content readiness, workflow setup, and delivery quality prior to launch
- Identify, manage, and escalate risks, blockers, and execution issues throughout the delivery lifecycle, including dependencies tied to data, platform configuration, system integration, and delivery execution
- Monitor channel health and delivery reliability, including deliverability, incident response, change management, and ongoing operational oversight
- Analyze and interpret complex data to support decision-making, inform strategic initiatives, and identify opportunities to improve journey execution and performance
- Optimize tools, workflows, and processes to improve efficiency, streamline execution, and strengthen journey performance
- Apply AI capabilities and automation opportunities to optimize journeys, reduce redundancy, and improve end-to-end execution
- Create and monitor dashboards for customer disposition, operational performance, and journey outcomes, using business intelligence software or data visualization platforms to create compelling visual representations of data and insights, including trending and feedback loop reporting
Required Qualifications
- 3+ years of strategic and technical experience supporting or leading end-to-end execution of customer engagement, CRM, lifecycle marketing, or journey-based programs
- 3+ years of analytical and technical skills using SQL, including experience with data querying, reporting, automation, and marketing technology platforms that support journey execution, performance monitoring, and process improvement
- 3+ years of experience translating business strategy into clear execution requirements across technical and non-technical stakeholders
- 3+ years of experience of journey execution, including targeting, segmentation, QA, launch processes, performance monitoring, and operational readiness
- 3+ years of experience analyzing data and translating insights into execution improvements, dashboards, or process recommendations, including user acceptance testing and validation in development or pre-production environments
Preferred Qualifications
- 3+ years of experience with omnichannel journey orchestration and enterprise marketing technology platforms such as Adobe or Salesforce
- Demonstrated ability to improve processes, identify efficiencies, and support continuous improvement
- Demonstrated ability to manage multiple priorities, navigate complexity, and resolve execution issues in a fast-paced environment
- Strong written and verbal communication skills with the ability to translate strategy into clear execution requirements
- Experience partnering with cross-functional teams such as Strategy, Data Science, Architecture, Engineering, Analytics, Legal/Compliance, Content, and Communication Delivery
- Experience working with technical partners to support data integration, platform configuration, orchestration design, workflow automation, or journey optimization
- Experience using AI-enabled tools or automation capabilities to improve workflow efficiency or journey performance
- Familiarity with deliverability monitoring, channel health practices, incident response processes, and operational governance
- Experience building reporting frameworks and dashboards that connect operational performance, customer outcomes, and business results
- Experience using business intelligence software or data visualization platforms to create dashboards and communicate insights effectively
Education
Bachelor's degree or equivalent (HS Diploma and 4 years of experience) required
Anticipated Weekly Hours
40Time Type
Full timePay Range
The typical pay range for this role is:
$46,988.00 - $112,200.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
Additional details about available benefits are provided during the application process and on Benefits Moments.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
What CVS Health employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About CVS Health
Sourced by ZipRecruiter
Industry
Health care and social assistance and retail
Company size
10,000+ Employees
Headquarters location
Woonsocket, RI, US